UBS Group AG
UBS- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001610520
No open-market purchases or sales by UBS Group AG insiders were filed in the last 90 days; 766 institutions reported holding it in 13F filings for Q2 2026, worth $62.9B in total; Viking Global Investors is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in UBS Group AG as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 530
- +54 vs. Q3 2023
- Shares held
- 1.34B
- +54.2M (+4.2%) vs. Q3 2023
- Total value
- $41.2B
- +$9.52B (+30.1%) vs. Q3 2023
- New holders
- 101
- 181 more added
- Sold out
- 47
- 172 more reduced
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 766 | $62.9B |
| Q1 2026 | 689 | $44.5B |
| Q4 2025 | 695 | $61.4B |
| Q3 2025 | 622 | $49.8B |
| Q2 2025 | 599 | $44.5B |
| Q1 2025 | 589 | $43.1B |
| Q4 2024 | 574 | $43.0B |
| Q3 2024 | 550 | $42.6B |
| Q2 2024 | 554 | $41.3B |
| Q1 2024 | 537 | $42.3B |
| Q4 2023 | 530 | $41.2B |
| Q3 2023 | 487 | $31.7B |
| Q2 2023 | 459 | $25.7B |
| Q1 2023 | 438 | $30.0B |
| Q4 2022 | 378 | $23.6B |
| Q3 2022 | 367 | $18.5B |
| Q2 2022 | 371 | $20.9B |
| Q1 2022 | 378 | $26.6B |
| Q4 2021 | 369 | $24.8B |
| Q3 2021 | 360 | $21.2B |
| Q2 2021 | 363 | $20.1B |
| Q1 2021 | 348 | $18.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding UBS Group AG; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norges Bank | 161,266,146 | $5.00B | 0.87% | −16,126,064−9.1% | Reduced |
| UBS Group AG | 135,283,262 | $4.18B | 1.68% | +22,457,366+19.9% | Added |
| Vanguard Group Inc | 113,982,749 | $3.52B | 0.08% | +7,249,527+6.8% | Added |
| Massachusetts Financial Services Co | 101,649,572 | $3.14B | 1.02% | −7,226,704−6.6% | Reduced |
| Dodge & Cox | 92,331,951 | $2.86B | 1.82% | −44,571,466−32.6% | Reduced |
| Credit Suisse AG | 91,658,897 | $2.83B | 2.76% | +2,163,493+2.4% | Added |
| FMR LLC | 60,539,363 | $1.88B | 0.14% | +9,106,640+17.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 45,949,099 | $1.42B | 5.45% | +3,840,395+9.1% | Added |
| Cevian Capital II GP LTD | 43,787,401 | $1.35B | 33.83% | +43,787,401 | New |
| Goldman Sachs Group Inc | 37,684,099 | $1.16B | 0.26% | −10,879,445−22.4% | Reduced |
| Capital World Investors | 37,059,828 | $1.15B | 0.20% | +3,523,105+10.5% | Added |
| Pictet Asset Management Holding SA | 30,477,642 | $945.1M | 1.04% | +1,969,206+6.9% | Added |
| Deutsche Bank AG | 26,749,022 | $826.5M | 0.42% | +9,891,390+58.7% | Added |
| Pzena Investment Management LLC | 30,145,113 | $786.8M | 2.96% | +24,027,505+392.8% | Added |
| JPMorgan Chase & Co | 17,150,794 | $530.0M | 0.05% | −5,183,370−23.2% | Reduced |
| Amundi | 17,397,947 | $517.1M | 0.23% | −7,738,795−30.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,930,635 | $493.6M | 0.52% | +9,939,078+165.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,352,862 | $414.2M | 0.55% | +659,025+5.2% | Added |
| Morgan Stanley | 12,212,763 | $377.4M | 0.03% | +1,043,860+9.3% | Added |
| Nuveen Asset Management, LLC | 12,091,541 | $374.8M | 0.12% | +11,736,501+3,305.7% | Added |
| Bank of America Corp | 11,069,015 | $342.0M | 0.04% | −11,997,245−52.0% | Reduced |
| Bank of New York Mellon Corp | 10,009,759 | $309.3M | 0.06% | +2,988,366+42.6% | Added |
| Vontobel Holding Ltd. | 9,775,364 | $303.3M | 2.54% | −1,431,986−12.8% | Reduced |
| Wellington Management Group LLP | 8,607,932 | $266.9M | 0.05% | −2,857,802−24.9% | Reduced |
| Citigroup Inc | 8,321,825 | $258.1M | 0.34% | +1,765,061+26.9% | Added |
| Royal Bank of Canada | 7,578,706 | $234.2M | 0.06% | +132,829+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,184,753 | $223.5M | 0.17% | −51,664−0.7% | Reduced |
| Royal London Asset Management Ltd | 6,840,179 | $211.4M | 0.60% | −7,650−0.1% | Reduced |
| Russell Investments Group, Ltd. | 6,533,245 | $202.6M | 0.36% | −233,794−3.5% | Reduced |
| Canada Pension Plan Investment Board | 6,296,681 | $195.3M | 0.25% | +3,107,761+97.5% | Added |
| Banque Cantonale Vaudoise | 6,058,011 | $187.9M | 8.16% | +28,076+0.5% | Added |
| ARGA Investment Management, LP | 5,971,447 | $185.3M | 6.42% | −234,677−3.8% | Reduced |
| Allianz Asset Management GmbH | 5,859,033 | $181.7M | 0.34% | −337,148−5.4% | Reduced |
| M&G Investment Management Ltd | 5,581,422 | $172.5M | 1.04% | −801,709−12.6% | Reduced |
| FIL Ltd | 4,893,353 | $151.9M | 0.16% | −1,863,600−27.6% | Reduced |
| Causeway Capital Management LLC | 4,809,753 | $149.1M | 3.80% | −4,188,922−46.6% | Reduced |
| Acadian Asset Management LLC | 4,708,754 | $146.0M | 0.57% | +224,454+5.0% | Added |
| DekaBank Deutsche Girozentrale | 4,672,892 | $144.8M | 0.30% | −286,962−5.8% | Reduced |
| WCM Investment Management, LLC | 4,635,670 | $143.6M | 0.40% | +4,568,457+6,797.0% | Added |
| Aviva PLC | 4,427,069 | $137.4M | 0.49% | −12,742−0.3% | Reduced |
| Natixis Advisors, L.P. | 4,444,729 | $137.3M | 0.36% | +356,742+8.7% | Added |
| Korea Investment CORP | 3,948,225 | $122.4M | 0.32% | +220,570+5.9% | Added |
| BlackRock Inc. | 3,573,124 | $110.4M | 0.00% | −120,435−3.3% | Reduced |
| Northern Trust Corp | 3,481,227 | $107.6M | 0.02% | +1,574,049+82.5% | Added |
| Janus Henderson Group PLC | 3,406,328 | $105.7M | 0.06% | +755,403+28.5% | Added |
| Bank of Montreal | 3,284,133 | $102.0M | 0.06% | +1,510,259+85.1% | Added |
| Ameriprise Financial Inc | 2,717,215 | $84.2M | 0.03% | +2,324+0.1% | Added |
| Mackenzie Financial Corp | 2,573,396 | $79.8M | 0.12% | +155,765+6.4% | Added |
| Patient Capital Management, LLC | 2,450,937 | $75.7M | 4.01% | −31,675−1.3% | Reduced |
| HSBC Holdings PLC | 2,410,046 | $75.1M | 0.07% | +1,987,508+470.4% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 2,414,735 | $74.9M | 2.41% | +231,290+10.6% | Added |
| Captrust Financial Advisors | 2,230,220 | $68.9M | 0.24% | +21,101+1.0% | Added |
| Compagnie Lombard Odier SCmA | 2,121,195 | $65.8M | 1.22% | −212,854−9.1% | Reduced |
| Invesco Ltd. | 1,974,346 | $61.0M | 0.01% | +139,247+7.6% | Added |
| Great West Life Assurance Co | 1,959,140 | $60.5M | 0.13% | −183,052−8.5% | Reduced |
| Envestnet Asset Management Inc | 1,949,802 | $60.2M | 0.02% | +1,148,017+143.2% | Added |
| Brandes Investment Partners, LP | 1,946,975 | $60.2M | 0.91% | +654,236+50.6% | Added |
| Border to Coast Pensions Partnership Ltd | 1,817,211 | $56.4M | 1.38% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 1,778,323 | $55.0M | 0.23% | +1,778,323 | New |
| Public Sector Pension Investment Board | 1,616,592 | $50.1M | 0.38% | +34,519+2.2% | Added |
| AXA S.A. | 1,531,808 | $47.3M | 0.15% | −753,465−33.0% | Reduced |
| State of Tennessee, Treasury Department | 1,474,450 | $45.7M | 0.18% | +409,464+38.4% | Added |
| Manufacturers Life Insurance Company, The | 1,471,509 | $45.5M | 0.03% | −8,083−0.5% | Reduced |
| Toronto Dominion Bank | 1,401,941 | $43.3M | 0.06% | +1,401,941 | New |
| Marshall Wace, LLP | 1,364,689 | $42.3M | 0.08% | +1,364,689 | New |
| Todd Asset Management LLC | 1,336,957 | $41.3M | 0.91% | −35,800−2.6% | Reduced |
| Credit Agricole S A | 1,276,749 | $39.5M | 0.82% | +975,483+323.8% | Added |
| Levin Capital Strategies, L.P. | 1,155,312 | $35.7M | 3.96% | +78,067+7.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 996,771 | $30.8M | 0.14% | +581,844+140.2% | Added |
| Raymond James & Associates | 907,819 | $28.1M | 0.02% | −55,888−5.8% | Reduced |
| American Century Companies Inc | 898,902 | $27.8M | 0.02% | +44,760+5.2% | Added |
| Susquehanna International Securities, Ltd. | 889,449 | $27.5M | 19.95% | −277,103−23.8% | Reduced |
| Zurich Insurance Group Ltd | 858,223 | $26.6M | 0.27% | −42,383−4.7% | Reduced |
| Senator Investment Group LP | 850,000 | $26.3M | 1.13% | 00.0% | Unchanged |
| Franklin Resources Inc | 840,487 | $26.1M | 0.01% | +366,082+77.2% | Added |
| Wells Fargo & Company | 830,017 | $25.6M | 0.01% | −25,841−3.0% | Reduced |
| Alliancebernstein L.P. | 787,319 | $24.3M | 0.01% | +89,112+12.8% | Added |
| TD Asset Management Inc | 727,274 | $22.6M | 0.02% | +9,421+1.3% | Added |
| Janney Capital Management LLC | 704,117 | $21.8M | 1.46% | −21,901−3.0% | Reduced |
| Kite Lake Capital Management (UK) LLP | 700,000 | $21.7M | 74.59% | −252,883−26.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 680,950 | $21.0M | 0.20% | −19,300−2.8% | Reduced |
| Pictet North America Advisors SA | 669,572 | $20.8M | 2.68% | −42,373−6.0% | Reduced |
| Azora Capital LP | 669,386 | $20.8M | 1.88% | +226,012+51.0% | Added |
| Mutual of America Capital Management LLC | 657,160 | $20.4M | 0.23% | −8,146−1.2% | Reduced |
| Mangrove Partners | 659,546 | $20.4M | 1.76% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 728,853 | $19.0M | 0.22% | −179,040−19.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 600,891 | $18.7M | 0.34% | −47,817−7.4% | Reduced |
| PointState Capital LP | 595,682 | $18.4M | 0.66% | −625,379−51.2% | Reduced |
| Stifel Financial Corp | 592,235 | $18.3M | 0.02% | +358,631+153.5% | Added |
| 1832 Asset Management L.P. | 579,311 | $17.9M | 0.03% | +579,311 | New |
| Channing Global Advisors, LLC | 555,432 | $17.2M | 13.44% | +20,098+3.8% | Added |
| Baader Bank INC | 539,880 | $16.7M | 1.43% | +14,880+2.8% | Added |
| Voya Investment Management LLC | 537,175 | $16.7M | 0.02% | +27,356+5.4% | Added |
| Renaissance Technologies LLC | 500,391 | $15.5M | 0.02% | −337,600−40.3% | Reduced |
| Baker Avenue Asset Management, LP | 492,395 | $15.2M | 0.67% | +14,450+3.0% | Added |
| USS Investment Management Ltd | 460,849 | $14.3M | 0.13% | −37,923−7.6% | Reduced |
| Rockefeller Capital Management L.P. | 458,064 | $14.2M | 0.05% | +35,284+8.3% | Added |
| O'Shaughnessy Asset Management, LLC | 455,302 | $14.1M | 0.19% | +18,049+4.1% | Added |
| Henry James International Management, Inc. | 451,778 | $14.0M | 5.24% | −1,413−0.3% | Reduced |
| Legal & General Group Plc | 439,850 | $13.6M | 0.00% | +141,131+47.2% | Added |